PlantSight Enterprise Help

Issues Resolution

Use the Issues Resolution tools to attach an issue record to an element, place a marker to indicate the issue, and define the details of the issue.

Interface Elements:

  • Issue Marker – A marker can be placed on an element with an issue to identify its location and serve as a quick access point to its record.
  • Issues Panel – The Issues Panel presents the list of issues. When an issue is selected (either by choosing from the list or clicking on its marker in the workspace), the panel presents the issue's data on two tabs: the Summary and the Notes.
    • Search – Click to open the search field then enter text that identifies an issue or group of issues.
    • Hide View Markers – Click this to remove markers from the workspace.
    • Filter – Click the Filter icon to access the controls that filter the issues list.
      • Ascending/Descending – Click to arrange the list of issues in ascending order. The arrow flips to Descending on the second click.
      • Options – Click this to access the Refresh feature.
      • Sort by – Expand the drop-down to set the sort order by selecting one of the available options, which include ID, Status, Create Date, Status, etc.
      • Filter by – Filters the list based on the available options that include Created By, Status, Date, etc. Options in the second filter field are governed by your choice in the first field.
    • List of Issues – Click on an issue to view its record.
      • Summary Tab – presents data captured at the creation of the issue
      • Notes – presents changes to the record

Procedure:

  1. To record an issue, click the Create Issue icon, to equip the cursor, then click on an element in the workspace.
  2. On the Create Issue dialog, expand the Issue drop-down and choose from the available options. Figure 6 – ResolveIssues_005.jpg
  3. Provide a Subject and a Due Date then choose from the Assigned To drop-down. Enter the details of the issue in the Description box.
  4. Click the Save button, to complete the creation process, or click Close the exit the dialog without attaching the issue record to the element.